Mather Group, Llc. Vanguard Wellington Fd U S Mom Transaction History

Mather Group, Llc.

$7.74 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 08, 2024	BUY	$138.89 - $152.14 $68,472 - $75,005	493 New	493 $74,000

Others Institutions Holding VFMO

# of Institutions

111

Shares Held

2.48M

Call Options Held

3.1K

Put Options Held

700

Ritholtz Wealth Management

432K
Shares

$73.2 Million
2.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

414K
Shares

$70.2 Million
0.01% of portfolio
Strategic Financial Services, Inc, Utica, NY

276K
Shares

$46.7 Million
2.64% of portfolio
Anderson Hoagland & CO

137K
Shares

$23.3 Million
2.29% of portfolio
Davidson Investment Advisors

129K
Shares

$21.8 Million
1.02% of portfolio

About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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